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When implementing Microsoft Dynamics 365 Business Central, businesses often face a crucial decision: Should they rely on standard, out-of-the-box functionality, or invest in tailored customisations?

Finding the right balance between these two options is particularly important for small businesses looking for an affordable ERP solution that maximises value without incurring excessive costs.

In this blog, we’ll explore the considerations involved in balancing customisation with standard functionality to help you make informed decisions for your business.

Understanding Business Central’s Standard Features

Microsoft Dynamics 365 Business Central provides a comprehensive range of standard features designed to meet the needs of small to mid-sized businesses.

This affordable ERP solution for small businesses includes robust capabilities across financial management, sales, purchasing, inventory management, and customer relationship management (CRM).

Standard features are carefully designed based on industry best practices, ensuring most businesses can manage their core operations efficiently without extensive modifications.

By leveraging standard features, small businesses benefit from quicker implementation times, reduced costs, and simplified ongoing maintenance.

Standard functionality also ensures compatibility with future system updates, providing a sustainable and affordable ERP solution in the long run.

Related Article: Overview of Business Central

When Customisation Becomes Necessary

Despite the extensive functionality offered by standard Business Central, some businesses find specific processes or workflows unique to their operations that standard features do not fully accommodate.

In such cases, customisations become essential. These can range from minor adjustments, like creating custom reports or tailored dashboards, to more extensive modifications, including complex process automations or integrations with specialised third-party software.

Customisation allows businesses to tailor Business Central precisely to their requirements, enhancing efficiency, productivity, and competitive advantage.

However, it’s crucial for businesses to carefully evaluate which customisations are truly necessary versus those which may be managed using standard tools.

Related Article: Customisations for Productivity

Striking the Right Balance: Factors to Consider

Determining the right balance between standard features and customisation requires careful consideration. Here are some key factors small businesses should evaluate:

Business Process Alignment

Before opting for customisation, carefully review your existing business processes. Are they truly unique, or could they be adapted to align with Business Central’s standard workflows?

Often, slight process adjustments can eliminate the need for extensive customisation, keeping your ERP affordable and easy to manage.

Cost Management

Customisations, particularly extensive ones, can significantly increase initial implementation and long-term maintenance costs.

Businesses looking for an affordable ERP solution should prioritise only those customisations that deliver clear, measurable benefits, directly contributing to operational efficiency and business profitability.

Future Compatibility and Upgrades

Customisations must be managed and updated to remain compatible with Business Central’s frequent software updates.

Excessive or poorly managed customisations can complicate upgrades, leading to higher costs and potential downtime.

Choosing simpler, streamlined customisations ensures your ERP system remains affordable and manageable over time.

User Training and Adoption

Extensive customisations often require additional user training. Balancing standard and custom functionality minimises training needs and promotes easier adoption.

Users typically find it easier to adapt to standardised processes, accelerating the benefits derived from your ERP investment.

Best Practices for Achieving the Ideal Balance

To achieve the ideal balance between standard features and customisation, consider these best practices:

  • Prioritise Essential Customisations: Focus on customisations that genuinely add value, streamline critical processes, or improve customer service.
  • Leverage Built-in Configuration: Utilise Business Central’s built-in configuration options before pursuing customised solutions. Many business needs can be met through configuration alone.
  • Consult with ERP Experts: Work with experienced Business Central consultants who understand your business requirements. They can provide strategic advice on the most efficient and affordable ERP solution.
  • Regularly Review Customisations: Conduct regular reviews of your customisations to determine if they are still necessary and beneficial. Eliminate or replace outdated or redundant modifications with standard functionality as Business Central evolves.

Conclusion

Balancing customisation with standard features is crucial for small businesses aiming for an affordable ERP solution.

While standard functionality in Business Central meets most business requirements efficiently, targeted customisations can provide significant competitive advantages when approached strategically.

By carefully considering your unique business needs, managing customisation costs, and ensuring future compatibility, your business can achieve a highly effective, affordable ERP solution tailored precisely to your needs.

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